Complete checklist items

There are two ways to mark a checklist item completed: 1. Click the item. 2. An event tracked using Intercom occurs.

To configure this, select a checklist item to view the detail of it. At the bottom of the page, you can select the method in which you want the checklist item to be marked as completed.

If you choose 'An event occurs', this means that the checklist item for a user will be marked as completed when the user does an action/event that is tracked via Intercom. Click here to see how to set up event tracking in Intercom.